The data file to import Contracts must consist of twenty-one (21) separated columns. The columns must be in the following order:
Column |
Field |
Required/Optional |
Description |
1 |
Contract ID |
Required |
The contract ID must not exist in Pinnacle yet. |
2 |
Contract Title |
Required |
|
3 |
Contract Type |
Required |
The contract type must already exist. |
4 |
Location |
Optional |
This is the full location code for the contract. If a value is supplied, the full location code must already exist in the Property Module. |
5 |
Supplier |
Optional |
If a value is supplied, the supplier name must already exist in the Suppliers table. |
6 |
Supervised By |
Required |
The staff member must already exist in the Staff/Non-suppliers table. |
7 |
Access Code |
Optional |
If a value is supplied, the access code must already exist in the Access Codes table. |
8 |
Skill Group |
Required |
The skill group must already exist in the Skills Group table. |
9 |
Apportioning Type |
Required |
The value for this field must be 'P' for Percentage, 'V' for Value, or 'S' for Square Metres. |
10 |
Date Let |
Optional |
|
11 |
Contract Expiry Date |
Required |
|
12 |
Warranty Expiry Date |
Optional |
|
13 |
Annual Estimated |
Optional |
|
14 |
Annual GST |
Optional |
|
15 |
Contract Total Estimated |
Optional |
|
16 |
Contract Total GST |
Optional |
|
17 |
Email Commenced MWAs |
Optional |
The values for this field are 'Y' or 'N'. |
18 |
Invoice Payment Period |
Required |
This is the number of days allowed for the invoice to be paid. This will default to 30 if no value is supplied. |
19 |
Warranty Expiry |
Required |
This is the number of days before the contract expires. This will default to 0 if no value is supplied. |
20 |
Timezone |
Optional |
|
21 |
Notes |
Optional |
|